Growing up my family struggled with money; the family business was always on the verge of collapse, which led to a very stressful upbringing. I vowed that when I was older I would never place myself or my family in that kind of economic uncertainty. This goal of financial preparedness has led me to Edward Jones where I have learned how to avoid the money pitfalls many have fallen prey to. I strive everyday to pass these lessons onto others as we help them navigate toward a successful financial future.

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, or something else? I can help you prioritize your needs and define your goals.

Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.

On a personal note, I moved to Modesto in 2008 and married my wife, Kari, in 2010. She is a teacher with Modesto City Schools and we have two children. We are an active family, we enjoy both sports and travel. On the weekends you can find us exploring surrounding communities, relaxing by the pool or planning our next adventure.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. Please contact me to discuss your situation and options.